Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Davlin is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc., a broker-dealer and investment adviser. Gregory has been in the financial services industry since May 1, 2014, and is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Gregory is a licensed investment advisor in California and Texas. Gregory has specialized in providing financial advice to insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth clients. Gregory has a strong track record of success in providing financial advice to a wide range of clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
02/02/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CARLSBAD CA)
CA
09/23/2019 - 12/07/2021
J.P. MORGAN SECURITIES LLC (CARLSBAD CA)
CA
01/08/2018 - 04/08/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA ROSA CA)
CA
10/01/2014 - 12/07/2017
J.P. MORGAN SECURITIES LLC (NOVATO CA)
CA
11/30/2012 - 12/31/2013
PFS INVESTMENTS INC. (ROHNERT PARK CA)
BOTH
Issued 03/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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